Digitide

The Corporate Institute; Bengaluru; On-site; INR 4,000,000 - 7,000,000; Full time

Job summary

The Corporate Institute is seeking a Senior Director of Financial Planning & Analysis to lead budgeting, forecasting, and long-term planning. This role delivers comprehensive analytics across revenue and cost bases and presents critical financial insights to the CEO and group leadership to drive EBITDA and OCF targets.

You will coordinate with business teams, analyze performance against AOP and forecasts, and advise on strategic financial planning with ERP experience (SAP Hana).

Qualifications

• CA or MBA with 10–15 years of FP&A experience.
• 10+ years as a senior FP&A professional.
• Experience with listed IT/CLM companies with turnover of 400 crore+ is preferred.

Responsibilities

• Publish P&L with variance analysis and trend insights for management and boards.
• Model AOP, monthly/quarterly forecasts and long-term scenarios.
• Conduct in-depth financial analyses to explain variances YoY/MoM/QoQ.
• Prepare board presentations and monthly reviews for CEO/CFO and group leadership.
• Drive cost control and AR/OCF performance; monitor aging and collections.

Skills

Excellent communication

Excel

PowerPoint

Leadership

Time management

Collaboration

Education

CA or MBA

MBA (Tier-1/2 B-School)

Tools

SAP Hana

QuickBooks

Job description

Position Title: Senior Director – Financial Planning & Analysis

Location: Bangalore

YOE: 10 – 15 Years

Key Objectives:

• Lead budgeting, forecasting, long-term planning, and business strategic analysis.
• Drive comprehensive analytics across revenue and cost bases.
• Present financials to the CEO, business heads, and the group leadership team, highlighting key actions required to achieve revenue, EBITDA, and OCF targets.
• Facilitate effective communication and coordination with business teams.
• Analyze current financial performance against historical data, AOP, and forecasts.
• Identify trends and make recommendations for financial optimization.
• Prepare and present quarterly and annual financial reports, including Board presentations, AOP plans, CEO review decks, and group monthly review presentations.
• Advise on long-term business and financial planning.

Responsibilities:

• Publishing Financials: Present P&L with trend and variance analysis from previous periods, AOP, and forecasts, providing a strong analysis of the factors driving variances.
• AOP, Forecasting, and Long-Term Planning: Model AOP workings, monthly and quarterly forecasts, and long-term planning scenarios.
• Financial Analysis: Conduct in-depth financial analysis to explain periodic variances (MoM, QoQ, YoY), understanding AOP plans for both revenue and expenses (including payroll, facilities, IT, etc.).
• Presentations: Prepare and present PowerPoint presentations for Board meetings, monthly decks for the CEO and CFO, and group monthly reviews.
• Business P&L Reports: Publish monthly P&L reports for vertical and functional heads, driving strong cost control and pre-emptively identifying potential gaps.
• Balance Sheet Analysis: Analyze accounts receivable (AR), manage collections, monitor OCF targets, track unapplied and unearned aging, and drive efficiencies to resolve aged items.
• ERP Experience: Utilize ERP systems, preferably SAP Hana.

What we are looking for:

• Excellent communication skills are essential.
• CA or MBA (MBA from a Tier-1 & 2 B-School preferred) with 10 – 15 years of experience.
• At least 10+ years of experience as a senior-level Financial Planning & Analysis.
• Experience with listed companies, preferably in the IT or CLM industry (not mandatory), with a turnover of 400 crore or more.
• Experience with ERP systems such as SAP or QuickBooks.
• Proficiency in Excel and PowerPoint.
• Strong leadership, communication, and collaboration skills.
• Excellent organizational and time management abilities.